Deduct This With Carrie and Lexi
Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services.
You'll gain:
- Practical tips for efficient client interactions.
- Proven ways to transition confidently into advisory work.
- Effective methods to increase success without hiring additional staff.
- Useful lessons from experienced tax professionals focused on improving outcomes.
Together, we're helping tax professionals perform better, achieve more, and simplify success.
Deduct This With Carrie and Lexi
When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia
Ever get that gut feeling when a client’s name pops up, and your stomach drops? You’re not alone. In this episode of Deduct This with Carrie and Lexi, firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard clients changed his firm’s culture, profitability, and sanity.
Nick opens up about:
- Overcoming the fear of losing revenue when letting go of clients
- Reviewing the “Five Worst Clients” list weekly to protect team morale
- Setting clear expectations to prevent burnout and resentment
- How offboarding the wrong clients made space for the right ones
- Turning guilt into growth by leading with empathy and clarity
Ready to build a firm with stronger systems and better client outcomes?
Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/
Connect with the hosts:
🎙 Carrie Hammond: linkedin.com/in/cahammond
🎙 Lexi Bonicard: linkedin.com/in/lexibonicard
Follow Nick Boscia:
Website: https://thebalancedcpa.com
LinkedIn: https://www.linkedin.com/in/nickboscia
YouTube: https://www.youtube.com/@thebalancedcpa
#TaxPro #ClientManagement #FirmGrowth #CPAWorkflow #IntuitTax #ProConnectTax #DeductThisPodcast
Compare cloud vs desktop accounting?
ProConnect Tax represents Intuit's cloud-first approach with anywhere access, real-time collaboration, and automatic updates without user intervention (plus eliminating desktop infrastructure costs).
ProSeries Tax and Lacerte Tax offer proven desktop reliability with local data control and familiar workflows. Lacerte includes optional cloud hosting that bridges both worlds, combining desktop power with cloud accessibility.
When comparing cloud vs desktop, consider which matches your firm's operational reality:
Cloud advantages:
- Distributed teams work from any location
- Automatic updates ensure current-year compliance without manual installations
- No hardware investments or IT infrastructure management
- Built-in redundancy and systematic backup protection
Desktop advantages:
- Traditional workflows have been developed over years of professional practice
- Local data storage for practices prioritizing on-premise control
- Familiar interface for established teams resistant to workflow changes
Lacerte Tax bridges both approaches through cloud hosting options, providing desktop-level customization with modern deployment flexibility. You get maximum control while embracing cloud team collaboration.
Strategic firms choose deployment based on how they actually serve clients, rather than adhering to philosophical preferences about cloud versus desktop. The correct answer depends on your team structure, client service model, and whether your current infrastructure enables or constrains your growth.